RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.87M
3
+$3.84M
4
VTR icon
Ventas
VTR
+$3.49M
5
WDC icon
Western Digital
WDC
+$3.18M

Top Sells

1
+$4.61M
2
+$4.35M
3
+$3.98M
4
ALK icon
Alaska Air
ALK
+$3.85M
5
KFRC icon
Kforce
KFRC
+$3.73M

Sector Composition

1 Consumer Discretionary 8.24%
2 Healthcare 6.68%
3 Communication Services 4.27%
4 Industrials 4.16%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 1.01%
33,567
-1,032
27
$3.6M 0.97%
33,811
-1,016
28
$3.57M 0.97%
267,477
+10,218
29
$3.53M 0.96%
34,384
+211
30
$3.52M 0.95%
17,038
-702
31
$3.38M 0.92%
83,701
-3,798
32
$3.38M 0.91%
22,155
+2,858
33
$3.31M 0.9%
118,873
-4,422
34
$3.3M 0.89%
32,777
-1,391
35
$3.25M 0.88%
35,359
-2,696
36
$3.18M 0.86%
+89,041
37
$3.18M 0.86%
21,193
+19,914
38
$3.09M 0.84%
89,437
+18,530
39
$3.09M 0.84%
2,399
-63
40
$3.09M 0.84%
55,901
-2,908
41
$3.07M 0.83%
+40,117
42
$3.04M 0.82%
43,380
-1,606
43
$3.04M 0.82%
44,193
+430
44
$3.02M 0.82%
+11,584
45
$3M 0.81%
26,866
+7,943
46
$2.97M 0.81%
+57,045
47
$2.91M 0.79%
24,700
+19,050
48
$2.84M 0.77%
32,353
-1,040
49
$2.78M 0.75%
60,196
+4,439
50
$2.77M 0.75%
94,279
-1,877
1
2
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